Plan Snapshot
- Plan Sponsor: Bay State Community Services, INC.
- Sponsor EIN: 042468492
- Sponsor Address: 1120 HANCOCK ST, QUINCY, MA, 02169
- Plan Type: 403(b)
- Total Participants: 414
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $7.7M | $243,700 | $698,044 |
| 2023 | 412 | $6.0M | $193,414 | $615,675 |
| 2022 | 388 | $5.2M | $173,193 | $567,822 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WITHUM, SMITH & BROWN, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,799 | $603 | — | — | — |
| 2023 | $12,935 | $187 | — | — | — |
| 2022 | $11,224 | — | $11,224 | — | — |